Uploading Your User File (Bulk Import)

This guide will help guide you through running a bulk user import Using the .CSV Template.  

Uploading

Matching Columns

Previewing

Uploading

1. Navigate to Admin, followed by Users

Screenshot_2023-08-23_at_4_36_43_PM.png

2. Click on Add Users.

 

Screenshot_2023-08-23_at_4_38_00_PM.png

3. Click Import/Update Users

4. Download the template and save it to your computer.

5. Upload your completed .csv file to Continu by clicking the Import File section, or drag and dropping the file in the Import File section

Note: Please ensure that the First Name, Last Name, Email, & Provisioning Status fields are included, as these are all required fields.

 

Continu____Add_Users.png

6. Once you have uploaded your file you will see the filename listed.  At anytime you can change the file before moving onto the next step.

 

Uploading_Your_User_File__Bulk_Import_.png

Matching Columns

7. Double check that the columns and mapping fields are matching. If everything looks good click next.
 

PreviewingUploading_Your_User_File__Bulk_Import_.png

8. You will now be able to preview all the users before the final import.

step_8.png

9. To download a copy of your new user list, click the download icon.

Uploading_Your_User_File__Bulk_Import_.png

10.  Before final import, you can edit or adjust any of the fields within the success window. Click on the field to make adjustments. 

Uploading_Your_User_File__Bulk_Import_.png

11. Click import to finalize the import. 

Uploading_Your_User_File__Bulk_Import_.png

12. Within the success window, you can view all the new users that received invites into Continu. (For more information on provisioning, click here.)

step_12.png

13. If you need to download the new user list, click on the download icon.

Uploading_Your_User_File__Bulk_Import_.png

14. Click on the User Management View link to view all pending or active users or click done when finished. 

Uploading_Your_User_File__Bulk_Import_.png

Was this article helpful?
0 out of 0 found this helpful